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SERENITY CAPITAL ADVISORS INC.
CRD 332396 · SEC 801-134172
145 SULLYS TRAIL, STE 5, PITTSFORD, NY, 14534-2466, United States
Phone
1-877-975-3383
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$64.3M
Discretionary AUM
$64.3M
Team
4 total employees; 1 advisory reps
Clients
26-50
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-03-20
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 19 | $4.9M |
| High net worth individuals | 26 | $58.8M |
| Charitable organizations | 3 | $575K |
States served
NY, FL
All web addresses on file
Official SEC filing: View on IAPD